Investment management fees are based on a percentage of assets under management, not exceeding 3% annually. The standard fee is 1.00% annually of the account's market value, but fees are negotiable. Financial planning and consultation services are billed at $250/hour, also negotiable. Additional in-person reviews are available at $250/hour, including preparation time. The minimum assets under management is generally $250,000, but accounts below this may be negotiable.